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The chart illustrates market disruption by a new entrant using digital-first strategies.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
73
The chart tracks the top 10 favorite online shopping brands for female US teenagers.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
74
The chart tracks market share for Shein, H&M, Zara, and Others.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
75
The chart illustrates the cyclical nature of retail disruption, comparing the rise of ecommerce to previous retail shifts.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
76
The slide uses a rhetorical question to challenge the audience's assumptions about retail success.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
77
The image appears to be a historical photograph of a large department store, likely Selfridges in London, used to evoke a sense of historical continuity or legacy.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
78
The chart highlights a disparity between digital-native banks (Revolut, Starling, Monzo) and traditional banks, suggesting that 'digital experience' is often a company-level operational issue rather than just a technology one.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
79
The slide uses a central stacked bar chart representing costs, flanked by two large circles representing the functional areas of Logistics and Discovery.2021 Benedict Evans 2021 Three Steps to the Future · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Pattern Hunter1 hit
18
2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)1 hit
19
Includes a data break in 1964 due to a definition change.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
20
The chart uses 2022 inflation-adjusted dollars.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
21
The chart illustrates the shift in advertising spend from traditional media (newspapers, magazines, TV, radio) to internet-based advertising over time.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
22
The chart illustrates the dominance of digital advertising across major global markets.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
23
The chart uses color to distinguish between digital-native global platforms (grey) and traditional media companies (red).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
24
The chart illustrates market concentration in the advertising industry.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
25
The chart illustrates the high and consistent marketing spend required by these platforms to maintain market reach.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Tale Two Worlds1 hit
26
The slide illustrates the convergence of traditionally separate business functions into a unified customer acquisition strategy.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
27
The chart highlights the scale of digital advertising (Online advertising, Search ads, Amazon ads) relative to traditional retail costs.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
28
The chart uses a red bar for the USA to draw focus, while other countries are in grey.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
29
The chart uses a stacked bar format to distinguish between shopping centers/malls and stand-alone retail, though the legend colors in the chart body for non-USA countries are greyed out.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
30
The chart illustrates the 'retail apocalypse' and the rise of e-commerce logistics infrastructure.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
31
The chart illustrates a rapid acceleration in warehouse expansion starting around 2019.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
32
The chart uses a dotted line for historical data and a solid line for more recent data, likely indicating a reporting change or data source shift.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
33
The chart uses a dotted line for historical 'Other' revenue (predominantly ads) and a solid red line for the transition to explicit 'Ads' reporting.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
34
The chart illustrates the structural shift in advertising spend from traditional media to digital platforms.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
35
The chart highlights the high profitability and low capital intensity of the Ads business compared to AWS and the overall Group.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
37
The slide uses a series of circles to present company-specific revenue data followed by a summary of the underlying business model drivers.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
38
The chart highlights the emergence and growth of 'Retail' media as a distinct category starting around 2020.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
39
The slide uses a quote to illustrate the dependency of retailers on promotional money from manufacturers.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit